Big dreams don’t require big leaps—just steady micro-moves that snowball over time. This post gives you six small, low-effort habits that can save or grow your money—and why boring strategies quietly win.
Main Idea / Thesis: Jake Thompson argues that life insurance, particularly Whole Life Insurance, is an underrated tool for building… Read More »Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings– Jake Thompson
Main Idea / Thesis: David McKnight’s Look Before You LIRP is a follow-up to The Power of Zero, offering a… Read More »Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You – David McKnight
Main Idea / Thesis Patrick Kelly’s Tax-Free Retirement challenges the conventional approach to retirement planning, warning that tax-deferred accounts (401(k)s,… Read More »Tax-Free Retirement – Summary, Key Learnings, and Action Steps
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A market dip or expired term policy can wreck even a solid plan. Here's how to protect both.
Big dreams don’t require big leaps—just steady micro-moves that snowball over time. This post gives …
The illusion of “plenty of time.”Most of us know we should buy life insurance, update beneficiary fo…
Ready to launch your dreams instead of living in fear? Discover why smart health insurance isn't a b…
Annuities aren't a magic bullet, but they can be a smart way to create a more secure and stress-free…
Estate planning is an act of love, responsibility, and empowerment. Don't wait until it feels "too l…